|
26
|
Westview Investment Advisors
Burlington,
Vermont
|
$7.48M
|
+$7.48M
|
+385,775
|
New
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.41M
|
+$1.05M
|
+54,184
|
+17%
|
|
|
28
|
Ocean Park Asset Management
Santa Monica,
California
|
$6.89M
|
–
|
–
|
–
|
|
|
29
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.89M
|
+$615K
|
+31,697
|
+10%
|
|
|
30
|
Elevated Capital Advisors
Sandy,
Utah
|
$6.86M
|
-$87.3K
|
-4,504
|
-1%
|
|
|
31
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.58M
|
-$13.9K
|
-718
|
-0.2%
|
|
|
32
|
Stifel Financial
St. Louis,
Missouri
|
$6.5M
|
-$429K
|
-22,129
|
-6%
|
|
|
33
|
Prospera Financial Services
Dallas,
Texas
|
$5.36M
|
-$80.3K
|
-4,142
|
-1%
|
|
|
34
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$5.33M
|
+$131K
|
+6,756
|
+3%
|
|
|
35
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.73M
|
+$91.4K
|
+4,716
|
+2%
|
|
|
36
|
Rockefeller Capital Management
New York
|
$4.57M
|
+$731K
|
+37,726
|
+19%
|
|
|
37
|
Private Advisor Group
Morristown,
New Jersey
|
$4.32M
|
+$633K
|
+32,660
|
+17%
|
|
|
38
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$4.25M
|
+$1.1M
|
+56,630
|
+35%
|
|
|
39
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$3.84M
|
+$44.1K
|
+2,273
|
+1%
|
|
|
40
|
First Trust Advisors
Wheaton,
Illinois
|
$3.67M
|
+$307K
|
+15,842
|
+9%
|
|
|
41
|
Synergy Asset Management
Vancouver,
Washington
|
$3.44M
|
-$4.41M
|
-227,332
|
-56%
|
|
|
42
|
Victory Financial Group
Austin,
Texas
|
$3.36M
|
+$158K
|
+8,129
|
+5%
|
|
|
43
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$3.21M
|
+$1.47M
|
+75,784
|
+85%
|
|
|
44
|
Marshall Investment Management
Littleton,
Colorado
|
$2.79M
|
+$76.8K
|
+3,963
|
+3%
|
|
|
45
|
Welch & Forbes
Boston,
Massachusetts
|
$2.79M
|
-$38.7K
|
-1,996
|
-1%
|
|
|
46
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.75M
|
+$80.5K
|
+4,151
|
+3%
|
|
|
47
|
1776 Wealth
Atlanta,
Georgia
|
$2.43M
|
+$11.4K
|
+588
|
+0.5%
|
|
|
48
|
Veridan Wealth
West Linn,
Oregon
|
$2.41M
|
+$47.9K
|
+2,471
|
+2%
|
|
|
49
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.34M
|
-$366K
|
-18,866
|
-14%
|
|
|
50
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$2.3M
|
-$33.6K
|
-1,731
|
-1%
|
|
